See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,158 | $63,346-68.2% | $92,233-78.1% | $70,131-71.3% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.9pp |
| Annual return | 21.79% | 530.12%-508.3pp | 176.28%-154.5pp | 73.14%-51.3pp |
| Employer contribution / active EE | $428 | $2,471-82.7% | $3,679-88.4% | $2,342-81.7% |
| Participant deferral / active EE | $2,386 | $2,854-16.4% | $3,897-38.8% | $3,332-28.4% |
| Admin fee / account holder | $2,793 | $3,840-27.3% | $5,194-46.2% | $4,645-39.9% |